+135.8%
HOOD vs B
+124.0%
+11.8%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.1% | +3.7% | +0.1% |
| 7D | -5.1% | +7.1% | -12.2% | -7.8% |
| 30D | -25.4% | -3.3% | -22.1% | -24.4% |
| 3M | -14.0% | -2.5% | -11.4% | -12.9% |
| 6M | +5.6% | -7.2% | +12.8% | +8.3% |
| YTD | -28.1% | -7.4% | -20.7% | -26.5% |
| 1Y | -40.1% | +16.4% | -56.6% | -43.4% |
| 3Y | +888.2% | +178.7% | +709.5% | +594.7% |
| 5Y | +135.8% | +121.7% | +14.1% | +93.5% |
| All | +135.8% | +124.0% | +11.8% | +93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded B wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling